07/07/2013
Distribution management is even more complex for asset managers having multiple fund ranges in various domiciles, as they encounter regulatory nuances across locations, in various languages and with multiple points of contact.
07/07/2013
We welcome the support and commitment of both AXA Wealth and Architas by becoming IFP platinum corporate members.
07/07/2013
The company will now charge 25 basis points (bps) as a platform fee for investments in its 7IM funds.
07/07/2013
Vestra now has 22 partners and controls £3.6 billion in assets under management.
07/07/2013
Wealth management group Ashcourt Rowan has strengthened its presence in south-west England
07/06/2013
Business at currency exchanges surged by as much as 25 per cent after the dollar hit a three-year high, boosting the value of dirhams sent home by expatriates.
07/04/2013
Union Bancaire Privee (UBP) plans to cut around 300 jobs from the international private banking arm of Lloyds Banking Group Plc which it just bought
07/04/2013
That leaves behind its global banking and markets business, which serves corporate clients.
07/04/2013
The Private Banking Advisory Group launched the Private Banking Code of Conduct in 2011
07/04/2013
Fitch Ratings has affirmed Pictet & Cie's (Pictet) and Lombard Odier & Cie's (Lombard Odier) Long-term Issuer Default Ratings (IDRs) at 'AA-' and Viability Ratings (VRs) at 'aa-'. The Outlooks on Pictet's and Lom
07/03/2013
Arbuthnot Latham expects to receive its full Dubai banking licence next month and is eyeing further international expansion to boost growth.
07/03/2013
The FCA will be delving deep into the firms they are supervising to better understand the market and understand fully the end to end process that a customer experiences.
07/03/2013
Wealthy Chinese are showing their appetite and spending patterns in luxury markets.
07/03/2013
Very few agents can go toe to toe with Beauchamp Estates on sheer net-worth-per-client.
07/03/2013
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Following news its Paris-based fund selection chief was leaving
07/03/2013
Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together
07/03/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/03/2013
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.